As Foundation or Endowment, you are constantly analyzing fund managers, attending quarterly meetings, and likely collecting notes, collateral, and slide decks on hundreds of opportunities. Your firm must also process and organize numerous updates from managers both in and out of portfolio such that they may be readily accessible and report upon by the team for stakeholders and regulators.
By connecting your communications, insights from your data and collaborative workflows, Altiva bridges the gap between your investment related data and daily operations through its private equity crm. Leverage solutions from Altvia to track investment performance as it happens and easily prepare for investment committee meetings with one click reporting.
• Manage your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform
• Gain operational efficiencies with an integrated communication tool that connects your CRM, data room/LP Portal and legacy accounting systems
• Store and share sensitive documents via a virtual data room integrated with the Salesforce platform
• Access your CRM and virtual data room while on the go from any Internet connected mobile device
• Optimize your customer experience with a full range of services including consulting, implementation, training, support and strategic business reviews
• Integrate Microsoft Outlook and Excel with your CRM solution on the Salesforce platform